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Signal edition 2: The next frontier in portfolio design
Discover how institutional investors are redefining portfolio construction for a more complex world
For years, strategic asset allocation and the 60/40 portfolio have anchored investment thinking.
Portfolio design is no longer a static blueprint but a dynamic response to shifting risks and opportunities. This edition of Signal explores how allocators are moving from rigid macro calls to flexible, total-portfolio frameworks, elevating private markets, risk factors and TPA thinking to the core of resilient portfolio design today.
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